Create Record Task

curl --request POST \
  --url 'https://actionkit.useparagon.com/projects/{project_id}/actions/#SALESFORCE_CREATE_RECORD_TASK' \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "action": "SALESFORCE_CREATE_RECORD_TASK",
  "parameters": {
    "subject": "<string>",
    "taskSubtype": "task",
    "whatId": "<string>",
    "whoId": "<string>",
    "activityDate": "<string>",
    "description": "<string>",
    "Status": "Not Started",
    "ownerId": "<string>",
    "callDurationInSeconds": "<string>",
    "isReminderSet": true,
    "reminderDateTime": "<string>",
    "additionalFields": {}
  }
}
'

POST

projects

{project_id}

actions

#SALESFORCE_CREATE_RECORD_TASK

Create Record Task

curl --request POST \
  --url 'https://actionkit.useparagon.com/projects/{project_id}/actions/#SALESFORCE_CREATE_RECORD_TASK' \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "action": "SALESFORCE_CREATE_RECORD_TASK",
  "parameters": {
    "subject": "<string>",
    "taskSubtype": "task",
    "whatId": "<string>",
    "whoId": "<string>",
    "activityDate": "<string>",
    "description": "<string>",
    "Status": "Not Started",
    "ownerId": "<string>",
    "callDurationInSeconds": "<string>",
    "isReminderSet": true,
    "reminderDateTime": "<string>",
    "additionalFields": {}
  }
}
'

Authorizations

Authorization

string

header

required

Your Paragon User Token (JWT), which you can generate using your project's signing keys.

Path Parameters

project_id

string

required

Your Paragon Project ID. You can copy your Project ID from your dashboard URL or by clicking Copy Project ID under the Environment switcher.

Body

application/json

action

string

default:SALESFORCE_CREATE_RECORD_TASK

required

parameters

object

required

Show child attributes

parameters.subject

string

required

Subject

parameters.taskSubtype

enum<string>

required

Task Subtype

Available options:

task,

email,

listEmail,

call

parameters.whatId

string

Related to ID : The ID of the Account or Opportunity this Task is related to.

parameters.whoId

string

Name ID : The ID of the Contact or Lead this Task is related to.

parameters.activityDate

string

Activity Date (example: "YYYY-MM-DD")

parameters.description

string

Description : A description of the Task.

parameters.Status

enum<string>

Status

Available options:

Not Started,

In Progress,

Completed

parameters.ownerId

string

Assigned To ID : The Salesforce user assigned to this Task. Use Connect Portal Workflow Settings to allow users to select an Owner. (example: "{{settings.TaskAssignee}}")

parameters.callDurationInSeconds

string

Call Duration

parameters.isReminderSet

boolean

Reminder Set

parameters.reminderDateTime

string

Reminder Date/Time (example: "2019-09-15T02:06:58.147Z")

parameters.additionalFields

object

Additional Fields : Specify any other fields that should be updated in JSON below. Use Connect Portal Workflow Settings to allow users to select which Task fields to update. (example: "{ "property_number": "17", "property_dropdown": "choice_b", "property_radio": "option_1", "property_string": "value", "property_date": "1572480000000" }")

Response

200

Success

Create Record Opportunity Create Record Account

⌘I

ActionKit

API Reference

For AI Agents

Actions Reference

Create Record Task

Authorizations

Path Parameters

Body

Response